Kelechi K

CRM & Automation Specialist

Jan 2023 - Present • 3 yrs 4 mos

Designed and implemented CRM and workflow automation systems using GoHighLevel, HubSpot, Zapier, Make, Airtable, Stripe, Twilio, and Slack. Automated lead capture, follow-ups, payments, notifications, and pipeline updates to reduce manual work by up to 70%. Built scalable automation architectures with logic-based workflows, error handling, tracking, and documentation for service businesses and agencies.

CRM Automation & Growth Systems Specialist

Jan 2023 - Present • 3 yrs 4 mos

Managed and optimized end-to-end CRM workflows using HubSpot CRM, enriching contact and company data with Clearbit to improve lead quality and segmentation. Built and launched Facebook Ads campaigns integrated directly into HubSpot pipelines for seamless lead capture and attribution tracking. Designed multi-step automation workflows in Zapier connecting tools like Typeform, WordPress, Apollo.io, and Clay.com to eliminate manual data entry and accelerate sales cycles. Used Apollo.io and Clay.com for prospecting, list building, and personalized outreach at scale. Delivered WordPress landing pages optimized for lead generation, connected to CRM via Typeform embeds and Zapier triggers. Consistently reduced lead response time by automating handoffs between marketing and sales, resulting in higher conversion rates and cleaner pipeline data for clients across SaaS, e-commerce, and agency verticals.

Salesforce CRM & Business Automation Specialist

Jan 2023 - Present • 3 yrs 4 mos

Implemented and managed Salesforce CRM solutions for clients, configuring custom objects, workflows, and pipelines to streamline sales operations and improve visibility across the customer lifecycle. Integrated Salesforce with Tray.io to build advanced multi-step automation workflows connecting payment, scheduling, and communication tools into a single seamless system. Set up and managed Stripe payment integrations, automating invoice creation, subscription tracking, and payment notifications across client platforms. Configured DocuSign workflows for automated contract generation and e-signature collection, reducing deal closing time significantly. Built Calendly scheduling systems linked to Salesforce and Slack for real-time notifications and automatic CRM updates upon meeting bookings. Maintained Slack automation pipelines to route alerts, approvals, and team updates triggered by CRM and payment events. Designed dynamic Google Sheets dashboards synced with Salesforce and Stripe data for real-time reporting and KPI tracking. Deployed and configured Vapi AI voice agents to handle inbound lead qualification and appointment booking, integrated directly into CRM workflows. Built and maintained Notion workspaces as internal knowledge bases and project management hubs for cross-functional teams, keeping operations organized and documentation up to date.